Tag fiduciary insurance

Fiduciary Liability Coverage: A DOL Forfeiture Case Study

Plan sponsors often assume that the routine mechanics of a retirement plan, the payroll feeds, the contribution reconciliations, and the forfeiture accounting are administrative details handled quietly somewhere inside the recordkeeping system. A recent enforcement action brought by the United… Continue Reading →

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ERISA Fiduciary Rule Reset and ERISA Bond Underwriting

ERISA Investment Advice Fiduciary Status After the Department of Labor’s Reinstatement of the Five-Part Test, and What ERISA Fidelity Bond Underwriters Should Understand On March 18 and March 20, 2026, the United States Department of Labor formally implemented the judicial… Continue Reading →

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